+26.3%
ACI vs VEU
+116.2%
-89.9%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.9% | -0.4% |
| 7D | +0.2% | +1.1% | -1.0% | -0.1% |
| 30D | +5.9% | +2.2% | +3.7% | +5.4% |
| 3M | -19.8% | +3.0% | -22.8% | -20.4% |
| 6M | -24.7% | +10.9% | -35.6% | -26.9% |
| YTD | -24.4% | +18.2% | -42.6% | -28.1% |
| 1Y | -31.5% | +28.3% | -59.8% | -36.5% |
| 3Y | -38.7% | +74.6% | -113.3% | -48.9% |
| 5Y | -42.8% | +56.4% | -99.2% | -52.4% |
| All | +26.3% | +116.2% | -89.9% | -1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling